Job Description#LI-JO1 #LI-Remote
ResponsibilitiesWe are seeking candidates with Global Information Reporting (GIR) experience who are interested in joining a fast growing team providing tax co-sourcing/outsourcing services to global Private Equity Funds. Team members are responsible for consulting with the client as if they were their in-house tax department. The opportunity will include working with CBIZ team members, as well as client personnel, virtually and/or at the client location.
Essential Functions and Primary Duties- As a Manager within the Global Information Reporting Services practice you will be part of a diverse team abound with opportunity to grow into a financial industry leader in the area of international tax transparency, transforming Private Equity processes
- Provide advisory services to financial institutions regarding FATCA, CRS, Chapter 3 (1042 & 8804 reporting and withholding) and Withholding Foreign Partnerships
- Provide advisory services to financial institutions regarding 1099 requirements
- Coordinate international teams, across CRS participating jurisdictions, to assist financial institutions with their compliance efforts with these rules
- Build relationships with clients, and manage engagement workflows, while supervising tax associates and customer service specialists
- Perform detailed reviews of reporting data, tax form validations, notifications and other FATCA, CRS, and Chapter 3 requirements
- Contribute to internal technology development by assisting with the design, the drafting of business requirements and technology testing
- Participate in trainings and educate tax associates on the impacts of these regulations
- Additional responsibilities as assigned
Preferred Qualifications- 6 years of experience in FATCA, CRS, Chapter 3 of the Internal Revenue Code, WHFPs, QIs, 871m or other withholding and reporting regimes
- Preparation and review experience of 1042, 8804, FATCA & CRS returns, and tax form validation (W-8, W-9 or CRS Self-Certifications)
- Advanced degree such as Masters of Tax, JD, and/or LLM, accounting degree or MBA
- Previous public accounting or law firm experience
- Excellent presentation and communications skills
QualificationsMinimum Qualifications- Bachelor's degree
- 5 years of experience in public accounting or related field
- 3 years supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Must be able to travel based on client and business needs
- Proficient use of applicable technology
